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Inflection Point Investments LLP Top Holdings and 13F Report (2025)

About Inflection Point Investments LLP

Investment Activity

  • Inflection Point Investments LLP has $52.81 million in total holdings as of June 30, 2025.
  • Inflection Point Investments LLP owns shares of 10 different stocks, but just 7 companies or ETFs make up 80% of its holdings.
  • Approximately 19.66% of the portfolio was purchased this quarter.
  • About 15.74% of the portfolio was sold this quarter.
  • This quarter, Inflection Point Investments LLP has purchased 9 new stocks and bought additional shares in 2 stocks.
  • Inflection Point Investments LLP sold shares of 6 stocks and completely divested from 1 stock this quarter.

Largest Holdings

Kornit Digital
$7,144,863
ACV Auctions
$6,549,571
Radcom
$5,911,568
Xometry
$5,520,272

Largest New Holdings this Quarter

98423F109 - Xometry
$5,520,272 Holding
M7S64H106 - monday.com
$3,176,248 Holding

Largest Purchases this Quarter

Xometry
163,370 shares (about $5.52M)
monday.com
10,100 shares (about $3.18M)
ACV Auctions
99,146 shares (about $1.61M)
Ituran Location and Control
2,000 shares (about $76.68K)

Largest Sales this Quarter

CarGurus
79,310 shares (about $2.65M)
Kornit Digital
128,404 shares (about $2.56M)
Pinterest
25,325 shares (about $908.15K)
Radcom
40,960 shares (about $556.65K)
Coursera
27,566 shares (about $241.45K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofInflection Point Investments LLP

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Ituran Location and Control Ltd. stock logo
ITRN
Ituran Location and Control
$7,590,964$76,678 1.0%197,99714.4%Industrials
Kornit Digital Ltd. stock logo
KRNT
Kornit Digital
$7,144,863$2,556,524 -26.4%358,85813.5%Industrials
ACV Auctions Inc. stock logo
ACVA
ACV Auctions
$6,549,571$1,608,148 32.5%403,79612.4%Retail/Wholesale
Radcom Ltd. stock logo
RDCM
Radcom
$5,911,568$556,646 -8.6%434,99411.2%Computer and Technology
Xometry, Inc. stock logo
XMTR
Xometry
$5,520,272$5,520,272 New Holding163,37010.5%Industrials
CarGurus, Inc. stock logo
CARG
CarGurus
$4,859,978$2,654,506 -35.3%145,2049.2%Auto/Tires/Trucks
Pinterest, Inc. stock logo
PINS
Pinterest
$4,782,039$908,155 -16.0%133,3539.1%Computer and Technology
Udemy, Inc. stock logo
UDMY
Udemy
$3,675,966$131,250 -3.4%522,8977.0%Computer and Technology
Coursera, Inc. stock logo
COUR
Coursera
$3,598,188$241,452 -6.3%410,7966.8%Business Services
monday.com Ltd. stock logo
MNDY
monday.com
$3,176,248$3,176,248 New Holding10,1006.0%Computer and Technology
Integral Ad Science Holding Corp. stock logo
IAS
Integral Ad Science
$0$1,264,606 -100.0%00.0%Business Services

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data